About our team

Beth has been a Financial Advisor for more than 15 years, developing comprehensive planning solutions for our clients. She received her Bachelor of Science Degree in Finance (2002). In 2010 she completed her MBA at Iowa State University, specializing in Family Financial Planning. She has passed the Series 7 and 66 securities exams, and holds annuity, life and health insurance licenses. Beth has been an Accredited Asset Management Specialist since 2003, and also completed the necessary extensive curriculum in 2012 to earn the CERTIFIED FINANCIAL PLANNER™ certification.

Raised in Des Moines, Beth is a proud to be a member of the Des Moines Pioneer club. She believes that the arts help make our communities more vibrant and has served on the board for both Ballet Des Moines and the Des Moines Social Club. She has also volunteered with the City of West Des Moines’ Quality of Life Council. She and her husband, Taylor, have two daughters and together they enjoy the many outdoor activities that Iowa has to offer.